Use and download in PDF format of Zoho wirter Merge template using deluge

Use and download in PDF format of Zoho wirter Merge template using deluge

Hello Zoho Developers.

Here is some information about Zoho Writer.

Writer is not just another online word processor, it's a powerful tool for editing, collaboration, and publishing. 
Even with its wide range of features, Writer's pared-down user interface makes it easy to focus on the work at hand.


Creating and Managing

Start from scratch by creating a new blank document. 
You can type right away and not worry about saving your document.
All the documents created are automatically saved with instant access across devices. 
You can also create a new document from the available templates or import an existing document from your desktop and start editing it.


By integrating these steps, you can efficiently create and manage dynamic merge templates in Zoho Writer, ensuring that your documents are populated with the most current and relevant data from your records or database sources.

1. Create a merge template in Zoho Writer.
2. Insert merge fields into the merge template.
3. Write code in your application where your records are stored (e.g., CRM, Creator, etc.).
4. Retrieve the document ID (your merge template ID) from Zoho Writer.
5. Utilize the Zoho Writer API to retrieve the merge fields from the merge template.

GetFields = invokeurl
[
url :"https://writer.zoho.com/api/v1/documents/" + Documentid + "/fields"
type :GET
connection:"zohowriter"
];
info GetFields;

6. Use the API field names to map the fields with your record fields.
7. Create the document using the Zoho Writer Create API.

CreateDocument = invokeurl
[
type :POST
parameters:param
connection:"zohowriter"
];
  info CreateDocument;

8. Before that, declare the parameters in a map.

param = Map();
param.put("merge_data",{"data":finalmap});
param.put("output_format","docx");
param.put("response_type","link");
param.put("test_mode",true);

8(a). `finalmap`: This map contains all the values to be used in the document.

8(b). `output_format`: This parameter describes the format of the sheet in which it will be downloaded.

8(c). `test_mode`: When you set the test mode to true, Zoho Writer credits will not be consumed. If you omit this parameter or set it to false (default), credits will be consumed normally.



      • Sticky Posts

      • 8 Neat Tricks in Writer You Should Know About

        Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms   No more need for a bulky thesaurus! Use Writer's synonym suggestions to explore different word choices, and find the one that fits your style and tone the best. All you have to do is right-click on a word, and select Synonyms from the dropdown list.  2. Insert images, tables and more   Typing
      • Tip #26: Filter your records before merging a document

        Tom is an HR executive who has to send onboarding emails every month to newly joined employees. He has a master spreadsheet with all the employee details, and new employees are added to them as they join. It's the month of March and Tom has to send onboarding emails to employees who've joined this month. But, how is Tom going to go through a big spreadsheet with multiple new and past information, and send onboarding emails to the set of newly joined employees?     Simple, by filtering and merging
      • Tip: #11 Collaboratively fill documents with your colleagues and clients

        Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team.    Say you've entered into a contract with multiple clients but the final contract amount is still under negotiation. Using fillable fields, partners can quote their contract fee directly in the template document without affecting other areas of the document. You
      • Tip #07: Five best defaults in Writer you can change to complement the way you work

        Find yourself adjusting settings to the way you like every time you create a new document? Try tweaking the default settings instead.  From font styles to auto correct options and more, here are the five best defaults settings you can control.   1. Default font style   Use your favorite typography across all your documents. You can customize a font style by adding a color, adjusting its size and more, and then set it as default.    To do this, go to More Options > Format > Font. Choose a font style
      • Tip #06: Make the best use of Zia in Writer

        About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it.    Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands. So apart from grammar and spelling checks, she'll let you know when you've used a wrong adjective, or have missed out words based on the context of your piece.   Every time you write, Zia makes a scorecard after carefully assessing your

        • Recent Topics

        • CRM/Bookings integration edits Contact names

          Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated
        • Domain Change

          “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”
        • Webhooks Limit Exceeded

          Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator
        • Auto select option in CRM after Zoho Form merge

          Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown
        • Bring your CRM data straight into your presentations in Zoho Show

          Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting
        • Improved RingCentral Integration

          We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
        • Introducing New APIs in Zoho Contracts

          We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete
        • Vimeo

          For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.
        • Delete a department or category

          How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
        • Organization Emails in Email History

          How can I make received Org Emails to show up here?
        • How to setup pricing in Zoho

          Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
        • Prefilled Date fields auto-changed and then locked when using “Edit as new”

          If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today
        • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

          Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have
        • Access Phone Field Components (Country Code) Directly

          Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,
        • Send mass messages through WhatsApp from the Tickets module

          Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted
        • Lead Owner Signature Merge Field

          I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields
        • How do I create a time field?

          I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
        • Alternating columns - How to reverse order on mobile - Responsive template

          Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row
        • InvokeURL butchering JSON for OpenAI API calls

          My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to
        • Custom order for Current Stage (Blueprint field)

          Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!
        • CRM E-mail Sync from Outlook

          We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.
        • Run your help desk on your schedule

          In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work
        • The Customer Happiness REST API is broken

          1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per
        • Automatic Department and Employee Sync Between Zoho One and Zoho People

          Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
        • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

          Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go
        • Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

          " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice
        • Image inputed in Zoho Form were displayed to small in exported version

          Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation
        • API. How do I get responses submitted to the form?

          Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT
        • Question about Zoho CRM Professional plan users

          Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!
        • Communicating with emojis

          On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on
        • Changing the Default Search Criteria for Finding Duplicates

          Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
        • Is it possible to create a word cloud chart in ZoHo Analystics?

          Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
        • Help integrating Aircall into Zoho CRM

          Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically
        • Shopify Extension no longer working in CRM

          Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from
        • How to keep track of bags, cans, drums of inventory?

          We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
        • Easy third party collaboration: Zoho Flow Integration

          Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules
        • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

          Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be
        • how to edit the converted lead records?

          so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try
        • Share Video Response Card ion Zobot

          I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?
        • Zoho Bookings <> CRM integration

          Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this
        • Next Page